Presented byBrian Gilligan, National Program Manager, General Services AdministrationGeorge Mino, Office of the Secretary of DefenseRoy Hirchak, Defense Health Agency Paul Krasley, Vice Chancellor Veterans Affairs Facilities Management School

Three Agencies Building High Performance Teams: GSA, DOD,

and VA - One Year Later

March 23, 201610:00 – 10:50am

Presenters

• Brian Gilligan, PE, National Program Manager, Office of Federal High Performance Green Buildings, GSA

• George Mino, PE, Senior Program Manager, Office of the Secretary of Defense, DoD

• Dr. Paul Krasley, Vice Chancellor, VA Facility Management School, Veterans Affairs

Learning Objectives

1. Discover how federal agencies are implementing the FBPTA requirements

2. Learn how the FBPTA competency model can be adapted to fit individual agency needs

3. Understand how the FBPTA relates to the BBWG, DOE approved energy and building operator related credentials

General Services Administration

More than an administrative

obligation

Encouraging a Reflective Practice Model

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Plan

Discuss

Execute

Assess

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Accelerate FM\

Long-term professional development

FEDSAT

Identify and fill basic knowledge gaps

What do I need to know?How well do I know it?

What resources can help me?

Plan / Discuss: What do I need to know?

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Find Qualifications: What resources can help me?

Execute: Track Progress

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Execute: What GSA staff were told

2015 Actions

Shave Energy

FEMP Water Management

Federal References

Low-Cost Government

Penn State

FEMP / NIBS

Federal References

Property Management

FMA

RPA

Federal References

Facilities Management

FMP

CFM

Federal References

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Execute: training completed through 2015

GSA’s organizational focus was Low-Cost / No-Cost trainingIn 2015 property managers closed ~10% of all gaps

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Assess: Supervisor Assessment of Proficiency

Employees and Supervisors are concerned with Performance of O&M and Project Management

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Management of O&MPerformance of O&M

TechnologyEnergy Management

SafetyDesign

SustainabilityWater Efficiency

Project ManagementBudget and Contracting

Leadership and InnovationPerformance Measures

BELOW MEETS EXCEEDS

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Assess: 2015 Assessment: Lessons Learned

• Reflective practice is tough to implement– “Check the box” view persists

– Time issues – this is “one more thing”

– Training funds limited

• CMU Study – 15% energy savings with Shave Energy

• Review assignment of competencies / qualifications– Property manager vs. contract O&M staff

– Greater development of technology competencies

Early / Transitional Journeyman Master

Facility Management

EnergyManagement

BuildingOperations

FEDSAT C

ompletion

BOMI – PAC BOMI – RPA

BOMI - SMC BOMI – SMT

BOC – BOC I BOC – BOC II

IFMA - FMP IFMA - CFM

AEE - EMIT AEE - CEM

Based on ”FBPTA – Aligned” credentials

ASHRAE - OPMP

ASHRAE - BEAP

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Plan: Simplified career pathways

Early / Transitional Journeyman Master

Facility Management

EnergyManagement

BuildingOperations

FEDSAT C

ompletion Building Operations

Certificate*Building Operations

Professional

Energy ManagerAEE – CEM

BBWG Recognized = 3rd Party accreditation; more rigorous and sustainable long-term

“BBWG – Recognized” Providers

What can contractors do?

Equivalent Standards

Better Buildings Workforce Guidelines “Recognized Provider”

“FBPTA – Aligned” Qualifications

Technical Proposal

Individual Compliance

Self-Certify

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Plan: 2016 Program Priorities

• Adjust property manager competencies

• Define contractor role and test contract language

• Seek end-user feedback on Accelerate FM

• Increase online “FBPTA-Aligned” resources– FEDSAT, FEMP/NIBS, IFMA Essentials, ETS/Red-Vector

– Increase targeted technical training

• Promote simplified career pathways– Incorporate Better Buildings Workforce Guidelines credentials

Department of Defense

Key Themes

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• DoD conducting FBPTA pilot using GSA FBPTA Webtool before wider implementation

• Developing competency model and curriculum for Energy Managers due to Congressional and White House interest

We are exploring how FBPTA could be implemented to achieve the best value to DoD organizations.

Statutory Mandates – DoD Facilities Workforce

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FY2010 Federal Buildings Personnel Training Act

Title 10, United States Code, Section 115b, requires biennial report to Congress about the DoD strategic workforce plan: Skills and competencies needed Appropriate mix of military, civilian, and contractor personnel Projected trends in workforce Gaps in skills and competencies, and means to close gaps

FY 2012 National Defense Authorization Act, Energy Manager Competencies and Training Curriculum

FBPTA Implementation Strategy Proceed deliberately because all Components have some

form of competency assessment tool to develop Individual Development Plans.

DHA performing pilot for positions that have greatest impact on total cost of ownership using FBPTA Webtool, and then will apply lessons learned to pilots by all the major Components.

Incorporate FBPTA DoD-wide into existing competency assessment practices, including new contract provisions.

Revise position descriptions and curriculum, as needed; and evaluate requiring certifications.

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High-Value Occupational Series Impacted by FBPTA(Have the most significant effect on total operating cost)

Federal Buildings Personnel Training Act Occupational Series

Occupational Series Number of DoD Personnel as of30 Sep 2014 *

Type

1176 – Building Management 123 Salaried

1601 – Equipment, Facilities, and Services 2,784 Salaried

1640 – Facility Operations Services 1,237 Salaried

5306 – Air Conditioning Equipment Mechanic 1,064 Wage-Grade

5309 – Heating and Boiler Plant Equipment Mechanic 203 Wage-Grade

5402 – Boiler Plant Operating 494 Wage-Grade

5415 – Air Conditioning Equipment Operating 18 Wage-Grade

No assigned OS - Building Energy Managers (EMs) TBD Salaried

TOTALS 5,923 + EMs

* Some personnel may have positions related to industrial operations in lieu of facilities. Also, the above numbers do not include contractor personnel in these types of positions.

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DOD Competency Management Process

• Leverages existing competency models

• Conducts remote, online SME panels

• Establishes an enterprise competency assessment tool

• Provides baseline gap assessment

2 Weeks 2 Weeks 3 Weeks 4 Weeks

Draft list of technical

competencies

Prioritize list of competencies;

Draft SME-validated model

Competency validation and gap

assessment

Competency reports for DOD use; proposed

model revisions

Conduct SME Panels 1 & 2

Validate Model and Assess

Competency Gaps (in DCAT)

Report Findings and Prepare for Model Refresh

DOD Component

Competencies Literature Review

Review Data

PHASE I: COMPETENCY DEVELOPMENT

PHASE II: COMPETENCY VALIDATION AND ASSESSMENT

DCAT Taxonomy

5-Tiered Framework

Tier 1 - Common Training (soft skills, security, leadership) Tier 2 - Occupational Series (mechanical engineer or ME)Tier 3 - Sub-Occupational Specialty (HVAC ME)Tier 4 – Component Unique (Navy HVAC ME)Tier 5 – Position Specific (High Perf Bldg Navy HVAC ME)

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Proficiency Levels

Level 1 - Awareness

Level 2 - Basic

Level 3 - Intermediate

Level 4 - Advanced

Level 5 - Expert

Criticality IndexImportance, need in early career, and whether it separates high performers.

DCAT Initial Target Tier Level

DOD Competency Modeling Update

FY 2015 Completed – 1173 Housing Manager– 1601 Equipment & Facility Services Manager – 1640 Facility Operations Services Manager– 5306 Air Conditioning Equipment Mechanic

FY 2016 Scheduled– 08XX Energy Manager– 1176 Building Manager– 2805 Electrician– 5309 Heating & Boiler Plant Equipment Mechanic– 5402 Boiler Plant Operator– 5407 Electric Power Controlling Equipment Operator

(26)02/05/2015

Energy Manager Competency Model Drivers: FBPTA, 10 USC 115b, and FY 2012 Defense Authorization Act , and

Executive Order 13693 (Planning for Federal Sustainability in the Next Decade) References.

– 42 United States Code Sec 8262 (1992 Energy Policy Act)– Better Building Workforce Guidelines (BBWG) Job Task Analysis, Course

Outline & Learning Objectives, and Credentialing Schemes– FBPTA Competencies and Performances– DoD Energy Manager's Handbook, In-House Training Courses, and Position

Descriptions Dec 2015: Subject Matter Expert (SME) review of initial model Spring 2016: SME Panels to refine and develop final draft model Summer-Fall 2016: Validate using Defense Competency Assessment Tool, and

identify competency gaps using a census or random sample survey. Finalize model. OPM will use to evaluate creating a new EM occupational series; and DoD will use

to develop duties, tasks, and learning objectives to create standardized curriculum.

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Defense Health Agency

Defense Health Agency FBPTA Pilot Phases

2 phases at multiple locations (O&M by DoD civilians and by contract)

Phase 1 (2015) - Supervisors identified following positions with greatest potential to maximize building performance and return on investment; and then determined FBPTA competencies applicable to each position. – Facility Manager

– Project Engineer

– Central Utility Plant Operator

– Heating, Ventilating, and Air-Conditioning Controls Technician

– Energy Manager

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Defense Health Agency FBPTA Pilot Phases Phase 2 (2016) – Create profiles for each position in the GSA FBPTA webtool

(Accelerate FM). Access impacted employees and supervisors use the webtool to identify any competency gaps at the below sites. Employee-Supervisor can develop Individual Development Plans to close any gaps. Evaluate how to apply at sites where O&M is performed by contract. Consider revising position descriptions based on the pilot results.

Medical Centers Hospitals Ambulatory Center Clinics

SAMMC Eglin AFB Ft Meade Ft Myer

Balboa Langley AFB Andrews AFB Randolph AFB

Portsmouth Pendleton Ft Eustis Quantico

Madigan Bremerton

WRMMC Ft Benning

Wright Patterson Ft Stewart

Ft Belvoir *

* - Ft Belvoir was in 1st pilot

Defense Health Agency FBPTA Pilot Phases

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Phase 2 (2016) Competencies Work

Medical and Medical Research Facilities Focus

– Building Systems found in these type of facilities

• Includes emergency procedures and disaster management

• Corrective, preventive and predicative maintenance

• Operational performances due to critical nature of building operations

– Heavy HVAC due to pressurization and infection control

– Best practices

• Use of technology solutions

• Building Automations Systems

• Maintenance Management Systems

– Auditable for recordkeeping for Accreditation Purposes

DHA Pilot - Mapping Positions to High Priority Competencies

FBPTA HIGH PRIORITY Competencies and Performances

EXAMPLE

DCAT TierLevelof the

Performance

Position Title - Facilities ManagerOccupational Series 1640 - Facilities Operations Services

GS-1640-11, Intermediate Level Position

DCAT Criticality

Index

DCAT Target

Proficiency Level

Employee Proficiency

Rating

Supervisor Proficiency

Rating

Calculated Variance

Calculated Gap

Qualifica-tions to

Close Gap

Competency Area - 1.Management of Facilities O&M (11 vs 12 in full list)

Core Competency - 1.1 Management of Building Systems (30 vs 43 in full list)

Performances (78 vs 232 in full list)

1.1.1. Demonstrate familiarity with building systems and knowledge of how they affect energy use. Systems include: HVAC, Electrical (and standby generators), Lighting, Mechanical/Plumbing, Fire Protection, Vertical Transportation, Structural, Roofing, Building Envelope, Motors and Drives, and Fuel systems.

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Veterans Affairs

VA Acquisition Academy

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NFMT ConferenceMarch 23, 2016

The Academy

• VA created the VA Acquisition Academy to develop and recapitalize the acquisition workforce.

• Opened September 2008 in Frederick, Maryland

• Innovative learning environment with 80,000 square feet, 16 classrooms, 7 breakout rooms, and work space for more than 150 employees and interns

• Created to develop:• Contracting professionals, including entry-level interns• Program/project managers• Contracting officer’s representatives• Facilities managers• Supply chain managers and logisticians

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MissionThe Facilities Management School (FMS) provides professional development, training, and continuous learning opportunities for the Department of Veterans Affairs Facilities Management workforce.

Goals:• Create a Center of Excellence• Professionalization of FM• A library of electronic resources, including:

- Webinars- Shorts- Toolkits- Virtual conferences- Self-Assessment Tools

• Alumni Network• Online Courseware

FMS Mission and Goals

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VA Real Property Assets by Administration

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FM Lifecycle

Facilities Management Video

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Available Courses (6)FMS 105 Building Automation Systems Basic

FMS 105B Building Automation Systems Advanced

FMS 204 Construction Contract Management

FMS 306 Certified BMET Preparation

FMS 307 Certified BMET Hands On Lab

FMS 402 VA Construction Management

Future Planned Courses (2)FMS 101 Intro. to Facilities Management

FMS 203 National Historic Preservation Curriculum

Available and Future Planned Courses

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Trades Training

FMS 010 HVAC: Air Conditioning & Chilled Water Systems2-day Air Conditioning and Refrigeration2-day Chilled Water Systems

FMS 020 Boiler Plant Operator2-day Steam Systems Maintenance, Safety & Optimization 2-day Boiler Operation Maintenance and Safety 1-day Water Treatment for Boilers, Chillers & Cooling Towers

FMS 030 2-day Plumbing and Pipefitting for Plant and BuildingsFMS 040 Electrical Safety: An Overview of NFPA 70, NFPA 70E and Shock/Arc Flash Protection

2-day NFPA 70 and 70E3-day Shock and Arc Flash Protection

FMS Library of 1,400 Related Courses

Certification

MedGas ASSE 6010 Medical Gas Systems InstallerBrazing Proctor, Brazing Lab Materials and Testing

ASSE 6020 Medical Gas Systems InspectorASSE 6040 Medical Gas Maintenance PersonnelASSE 6000R Re-Certification

FMS 501 FM Certification IFMA FMPFMS 502 FM Certification IFMA SFPFMS 503 FM Certifications IFMA CFM

Workshops FMS 601 CFM Resident EngineersFMS 602 VHA Chief Healthcare Engineers

Available and Future Planned Courses

On the Road

Gilbert, AZ FMS 105West Haven, CT FMS 040

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FAITAS

Facilities Management4 Competency Areas

Regulatory & Code Compliance

4 Core Competencies:• Building Code

Compliance• Fire & Life Safety

Compliance, Workplace Safety & Security

• Environmental Compliance

• External Accreditation

Planning, Design, Construction & Activation (PDCA)

Operations

7 Core Competencies:• Maintenance & Repair• Safety• Building Technology

Systems• Sustainability & Energy

Reduction• Medical Equipment

Management• Fleet Management• Fire Fighting

Management & Administration

3 Core Competencies:• Leadership, Innovation,

& Communication• Administration Planning

& Execution• Emergency

Preparedness / Continuity of Operations

6 Core Competencies:• Requirements

Identification, Front-End Planning & Programming

• Acquisition Strategy • Design• Construction• Commission & Activate• Decommission

VHA: 31 PerformancesVBA: 23 PerformancesNCA: 23 Performances

VHA: 40 PerformancesVBA: 33 PerformancesNCA: 35 Performances

VHA: 102 PerformancesVBA: 39 PerformancesNCA: 68 Performances

VHA: 86 PerformancesVBA: 62 PerformancesNCA: 71 Performances

DRAFT 9/10/2015

The Way Forward

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The NewFMS

Go LocalGo Digital

Webinars/Shorts / Toolkits Virtual Conf. / Self-Assessment / Tools

Buy/BuildASHE / AHA / NFPA /IFMA

EngageOutreach / Marketing Newsletter Alumni Association Contracts

VA Facilities | VISN-Wide Regional-Wide

Federal/Acad. Affiliations

FY16 Strategic Partnership

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• Strategic partnerships with DOD, GSA, DHA, & OGA• Formation of contracts to meet FBPTA and continuing education needs• Multi-agency contracts. • VA hosts classes nationwide

• Facilities One-Stop-Shop: Serving the VA and OGA• Trades • Safety

• OSHA and NFPA• Online FM/Technical Library• Medgas• Building Automaton/Energy/Sustainability• BMET• Course Development and Presentation

Dr. Paul F. Krasley, CPLPVice Chancellor

VAAA Facilities Management Schoolhttp://www.acquisitionacademy.va.gov/schools/fm/index.asp

Paul.Krasley@va.gov

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Questions